How to Delete an Event Purchase Order and the Linked Donation Record (Typically for Refunds or if a Mistake Occured or if Data needs to be Moved)

This article walks through the steps to delete a purchase order, which includes:

-Deleting each order line (tickets and/or products)

-Deleting the linked donation record

-Deleting the purchase order record

This usually comes up if you issue someone a refund (which happens outside of theTrail Blazerprogram) or if there was a mistake, such as the event registrant ordering tickets for the wrong show and the data needs to be shifted to another event.

Tip:Readthis articleto learn how to manually create purchase orders in your database. This typically occurs if someone is paying at the door or by check or cash.

Steps

Navigate to the Events list under the Application Menu.

Searchfor and open the event you need to delete a purchase order for.

Navigate to the Sales > Orders tab and click on the ‘Order ID’ hyperlink for the purchase order you need to delete. In this example it was #3590.

Click the ‘Order Line ID’ to open the individual order line record. I started with #3654.

Click the red [x] at the top of the order line record to delete it.

Click [OK] when prompted.

Repeat these stepsuntil all the individual order lines have been deleted.

Once all the order lines are gone, click the [Payment] button at the top of the purchase order record.

Click the red [x] at the top of the Contribution screen to delete the linked donation record for this purchase.

Click [OK] to proceed.

Once all the order lines and the linked donation record have been deleted, click the red [x] at the top of the purchase order screen to delete the entire order.

Click [OK].

Click [Refresh] when you are back on the Orders tab and the purchase order will disappear.

That completes the steps. If you need to move the data to another event instead of just deleting it you’ll need to manuallycreate the purchase orderand donation record at this point.

The related resources link to a wide range of articles and videos that will teach you how to use the event tools in Trail Blazer.